Zoho CRM Setup & Customisation and Walkthrough
$120
What you get with this Offer
STREAMLINE YOUR LEAD MANAGEMENT WITH ZOHO
Hello, I'm Dawn. I'm a UK-based digital marketing consultant and have been using and customising Zoho CRM for 7 years. One of my most notable use cases was a client in the automotive industry who wanted to customise Zoho CRM as their booking engine, so wanted more than a CRM. They are still using it today and find it a valuable asset to their biz.
ZOHO CRM BENEFITS
If you're still using sticky notes and spreadsheets to manage your lead generation and sales enquiries, you're working harder not smarter. Using Zoho CRM allows you (and your team, virtual assistant or freelancers) to organise your leads, contacts, opportunities and contacts efficiently, and some of the best tools provide fantastic reporting abilities.
WHAT'S INCLUDED IN MY STARTER PACKAGE
• Audio or video consultation to get the most of Zoho's many features and modules
• Customisation of 5 modules bespoke to your biz and services if you are on the standard plan or above
• 5 customised workflow rules if you are on the standard plan or above
• 30 minutes training through video conference for upto 3 participants
• Integration with email for Google Suite, Office 365 or Zoho Mail
ZOHO CRM IS PERFECT FOR..
• Running telesales, PPC and email marketing campaigns
• Logging enquiries, proposals and other opportunities
• Converting into a booking engine for call centres
• Implementing for IT support and issue tracking
• Using for sales subcontractors and freelancers
• Tracking agent activity and success rates
MY APPROACH:
With Zoho being a highly customisable tool, it's important that I find out as much about you and your business as I can so I can help customise the CRM to the highest standards. I will ask questions about how you will use the CRM, what you will use it for (see above for usage examples) and what's most important to you. Using this information I will customise the CRM so it feels less of a CRM and more of a tool designed just for you.
PREMIUM PACKAGES
If you would like bang for your bucks (or power for your pennies) then I'd be happy to provide a bespoke quote. Premium features include stock management, quotes and invoices, Zoho Zia (their very own AI feature), custom webforms, advanced blueprints, macros and third party integration (such as invoice software.
Hello, I'm Dawn. I'm a UK-based digital marketing consultant and have been using and customising Zoho CRM for 7 years. One of my most notable use cases was a client in the automotive industry who wanted to customise Zoho CRM as their booking engine, so wanted more than a CRM. They are still using it today and find it a valuable asset to their biz.
ZOHO CRM BENEFITS
If you're still using sticky notes and spreadsheets to manage your lead generation and sales enquiries, you're working harder not smarter. Using Zoho CRM allows you (and your team, virtual assistant or freelancers) to organise your leads, contacts, opportunities and contacts efficiently, and some of the best tools provide fantastic reporting abilities.
WHAT'S INCLUDED IN MY STARTER PACKAGE
• Audio or video consultation to get the most of Zoho's many features and modules
• Customisation of 5 modules bespoke to your biz and services if you are on the standard plan or above
• 5 customised workflow rules if you are on the standard plan or above
• 30 minutes training through video conference for upto 3 participants
• Integration with email for Google Suite, Office 365 or Zoho Mail
ZOHO CRM IS PERFECT FOR..
• Running telesales, PPC and email marketing campaigns
• Logging enquiries, proposals and other opportunities
• Converting into a booking engine for call centres
• Implementing for IT support and issue tracking
• Using for sales subcontractors and freelancers
• Tracking agent activity and success rates
MY APPROACH:
With Zoho being a highly customisable tool, it's important that I find out as much about you and your business as I can so I can help customise the CRM to the highest standards. I will ask questions about how you will use the CRM, what you will use it for (see above for usage examples) and what's most important to you. Using this information I will customise the CRM so it feels less of a CRM and more of a tool designed just for you.
PREMIUM PACKAGES
If you would like bang for your bucks (or power for your pennies) then I'd be happy to provide a bespoke quote. Premium features include stock management, quotes and invoices, Zoho Zia (their very own AI feature), custom webforms, advanced blueprints, macros and third party integration (such as invoice software.
Get more with Offer Add-ons
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I can deliver all work in 1 working day
+$62
What the Freelancer needs to start the work
Please contact me with your availability for your free initial consultation that will allow me to assess your CRM requirements. I am typically available Monday to Friday.
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